Searches And Hires

Consultant/OCIO/Discretionary
Mid-Atlantic Foundation Seeking Consultant

The foundation is searching for a non-discretionary consultant for its endowment as its cio recently stepped down from the role.

11.17.22
Multi-Asset/Investment Advisor
Midwest Housing Authority Seeking Investment Mgmt. Services

The state’s housing authority has issued an RFI for investment management and account reconciliation services.

11.16.22
Multi-Asset/Investment Advisor
Southwest School District Posts Investment Advisor RFQ

The district is seeking to create a pool of investment managers to structure and manage a more than $200 million portfolio.

11.15.22
Fixed-Income
Southern Plan Seeking Short-Term Fixed-Income Mgr.

The plan will fund the new manager by selling off current fixed-income investments.

11.15.22
Passive Equity
Midwest Plan Issues Global Factor Equity Manager RFP

The search aims to expand the geographic focus of the plan’s existing factor portfolio and provide alternatives to building its existing four underlying factor exposures.

11.15.22
Multi-Asset/Investment Advisor
Texas City Begins Investment Advisor Search

The city has issued an RFP for investment advisory services and proposals are due Dec. 9.

11.14.22
Consultant/OCIO/Discretionary
Midwest Plan Launches Consultant Search

The search is due to the incumbents’ upcoming June 30 contract expirations.

11.14.22
Non-U.S. & Global Equity
Calif. Plan To Conduct Int’l Small-Cap Equity Search

The plan will also target more $720 million to alternative funds in 2023.

11.10.22
Consultant/OCIO/Discretionary
Southern Healthcare System Postpones Finalist Interviews

The system has postponed finalist interviews in its search for consultants to oversee its portfolio due to Tropical Storm Nicole, which is expected to strike the state this evening.

11.10.22
Hedge Funds
West Coast Plan Eyeing Hedge Fund Replacement Search

The plan may conduct a search to replace its current underperforming hedge fund-of-funds.

11.09.22